Classcard

Syeda Zahirunisa

Dhwani S

Billing and Subscriptions

Easily create, customize, and schedule invoices for classes, packages, or products, including discounts, taxes, and email options.

Add a New Invoice

Easily cancel or delete invoices to correct errors or remove duplicates, ensuring your billing remains accurate and organized.

Cancel or Delete an Invoice

Edit invoices easily—update dates, items, quantities, prices, and more—keeping billing accurate and customizable for your needs.

Edit an Invoice

Customize your invoices with business details, payment terms, discounts, and notes to enhance professionalism and streamline billing.

Invoice Format

Easily download invoices as PDFs in 3 steps for record-keeping and sharing, ensuring smooth financial management.

Download an Invoice PDF

Add invoice credits to student accounts for easy payment adjustments, and let customers view and apply credits during online bookings.

Invoice Credit Balance

Quickly bulk invoice students or batches for classes, packages, or products, and streamline your billing process.

Bulk Invoicing

Easily set up installment plans on invoices and your online booking page, giving customers flexible payment options with reminders.

Creating Installment Plans

Easily transfer or adjust student sessions between subjects or from other systems by editing invoices.

Transferring Sessions and Managing Validity

All the help you need related to creating, editing and sending invoices

Invoices

Easily send bulk email payment reminders and combine invoices into a single transaction for better financial management and tracking.

Bulk Payment Reminders & Payment Link

Easily record full or partial payments against invoices with custom payment modes, dates, and notes for better billing tracking.

Recording a Payment

Learn how to record partial payments on invoices, track balances, and capture details like payment mode and notes.

Recording a Part Payment

Quickly process refunds for payments on invoices to correct errors or handle changes, ensuring accurate billing and customer satisfaction.

How to Issue a Refund

Easily add, manage, and reorder custom payment modes in Classcard to streamline payments and match your preferred options.

Adding Payment Modes

Issue credit notes to adjust invoices for missed classes or errors, ensuring accurate billing and smooth future payments.

How to Issue a Credit Note

Recording and managing payments and refunds

Payments

Create, manage, and customize recurring subscriptions with automatic renewals, discounts, and pause/end options for flexible billing.

Adding a Subscription

Everything you need to know about creating a Subscription

Subscriptions

Add, edit or delete taxes anytime, and set default taxes easily to simplify billing and compliance.

Adding and Managing Taxes

Boost sales by creating customizable coupons for discounts—set percentage or fixed discounts, redemptions, and item-specific rules.

Issuing Discount Coupons

Coupons and taxes

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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